See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,633 | $74,927+65.0% | $101,794+21.5% | $84,808+45.8% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.2%+12.3pp | 68.3%+13.2pp |
| Annual return | 16.54% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,166 | $1,522+42.4% | $2,289-5.4% | $2,631-17.7% |
| Participant deferral / active EE | $5,847 | $3,099+88.7% | $4,084+43.2% | $4,212+38.8% |
| Admin fee / account holder | $8,978 | $6,514+37.8% | $8,777+2.3% | $7,344+22.3% |